Financial Advisory- Corporate Finance – Mergers & Acquisitions, Senior Manager at Deloitte

Job Description

Roles & Responsibilities

• Responsibility and control of buy-side, sell-side, BEE and other M&A transactions which are of a complex nature. In addition, you will also be responsible for management and mentoring of the team. Some of your responsibilities will also include:
• Liaising with directors and other key stakeholders
• Working on a range of buy-side / sell-side / BEE transactions
• Assisting with day to day management of transactions which includes preparation of pitch books, information memoranda, management presentations, valuation analysis and taking responsibility for preparation of information and client communications
• Industry research for both deal origination and transaction analysis (Carry out detailed industry and sector analysis on projects)
• Valuation (using various methodologies (DCF, trading multiples, transaction multiples, etc.)) work and financial modelling
• Transaction structuring, including determining optimal capital structure
• Ability to provide input into and mark up legal agreements
• Liaise with all parties and service providers involved in transaction, including due diligence, tax, legal, regulatory etc.
• Prepare positioning papers to be used for stakeholders on deal rationale, structure and implications
• Evaluate shareholding structures and related company documentation to understand implications for envisaged transactions
• Facilitate brainstorming sessions regarding potential transactions
• Contribution to marketing and business development opportunities
• To have a broader perspective of potential issues encountered in transactions

Knowledge of regulations:

BEE Legislation

• JSE Regulations
• Companies Act Requirements
• Understanding of Corporate Tax rules

Technical Competencies:

• Expertise in field with excellent industry and business knowledge
• Strong business acumen
• Demonstrated leadership skills
• Sales and negotiation skills
• Ability to manage and execute projects
• Demonstrated execution of complex projects to profitable outcomes 
• Skilled in drafting and presenting client proposals
• Excellent report writing skills
• Good financial knowledge

Behavioural Competencies:

• Exceptional communication skills, both written and verbal
• Effective interpersonal and relationship building skills
• Sound mentorship and coaching ability with desire to develop self and others
• Strong client delivery focus
• Highly adaptable, managing change and ambiguity with ease
• Focus on quality and risk
• Sound problem solving ability

Specialised Technical Capabilities

• M&A Strategy & Execution - Recognizes the challenges inherent to deals during both pre-deal and integration planning to help client effectively execute and manage their deals
• Debt & Capital Advisory - Provides an in-depth knowledge of debt markets to client for restructuring in turbulent times or for renewed expansion
• Infrastructure Advisory - Provides procurement and strategic advice to help client maximize value throughout the infrastructure lifecycle
• Public Sector Advisory - Advises client to make the appropriate investments in people, systems, and new operating structures in order to adapt to new challenges

Core Professional and Technical Capabilities

• Analytical Thinking & Problem Solving - Helps client make confident decisions based on sophisticated analyses of available information to drive deal success
• Delivery Excellence - Leads engagements and provides strategic direction to the team to deliver a superior client experience
• Executive Presence - Develops relationships, establishes credibility with, and instills confidence in clients
• Financial Acumen - Thinks longer-term beyond the current deal and builds support for a financially beneficial and sustainable solution
• Knows the Business & the Industry - Advises client to make decisions that positively impact return on investment; provides subject matter expertise on sector trends and leading practices
• Manages Risk & Upholds Confidentiality - Actively manages the Firm’s risk from take-on through to completion of engagements
• M&A Lifecycle Acumen - Applies deep expertise in one stage of the M&A lifecycle and a broad knowledge in others to support complex transactions

Qualifications

• Relevant Honours degree in Financial Management / Business Science / CIMA / CA (SA)
• Minimum of 7 years in a Corporate Finance environment dealing with M&A transactions specifically
• At least 3 years in a senior management role

Preferred

• More than 10 years’ experience in a Mergers & Acquisitions or similar environment at a top tier company
• CFA / MBA